Ultra High Net Worth Financial Planning Specialist ...

Why is This a Great Opportunity? Growing Department of Top Tier Wealth Management Firm seeks Director/Managing Director/Partner level professional to advise UHNW clientele.   Job Description: ~Provide in-depth financial analysis and tax advice to ultra high net worth individuals and families, 50MM – 1B+; Extensive client contact ~Develop and implement strategies for tax and estate planning, wealth transfer, and all aspects of financial planning   QUALIFICATIONS Mandatory Minimum Qualifications - Must Have: ~Individual high net worth income tax background at high profile accounting firm ~Excellent relationship management skills in the 50MM+ arena ~Experience advising families on complex income and estate/gift tax structures and wealth transfer modeling   Education: Bachelors   Certifications: None   Licenses: None